# LINCOLN INVESTMENT ADVISERS LLC

LINCOLN INVESTMENT ADVISERS LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 328463
- Type: SEC-registered investment adviser
- SEC file number: 801-129244
- Location: 8111 DOUGLAS AVE, SUITE 600, DALLAS, TX, 75225
- Phone: 214-740-3300
- Latest filing: 2025-01-31
- Clients: 6

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [JAMES DAWSON CAREY](https://search.stillhousedata.com/person/506776) | SOLE MEMBER | GREENWICH, CT |
| [Charles Arthur Davis](https://search.stillhousedata.com/person/677173) | SOLE MEMBER | — |
| [Stephen Nmn Friedman](https://search.stillhousedata.com/person/677174) | SOLE MEMBER | — |
| [David Jay Wermuth](https://search.stillhousedata.com/person/677176) | SOLE MEMBER | — |
| [Nicolas David Zerbib](https://search.stillhousedata.com/person/677177) | SOLE MEMBER | — |
| [Shawn Milton Bernhardt](https://search.stillhousedata.com/person/689499) | CHIEF COMPLIANCE OFFICER | — |
| [DAVIS JAMES ARTHUR](https://search.stillhousedata.com/person/757446) | SOLE MEMBER | — |
| [CAREY JAMES DAWSON](https://search.stillhousedata.com/person/771803) | SOLE MEMBER | — |
| [WERMUTH DAVID JAY](https://search.stillhousedata.com/person/771805) | SOLE MEMBER | — |
| [ZERBIB NICOLAS DAVID](https://search.stillhousedata.com/person/771806) | SOLE MEMBER | — |
| [FRIEDMAN STEPHEN NMN](https://search.stillhousedata.com/person/793827) | SOLE MEMBER | — |
| [Stamolis Maria](https://search.stillhousedata.com/person/815572) | PRESIDENT | — |
| [BERNHARDT SHAWN MILTON](https://search.stillhousedata.com/person/845433) | CHIEF COMPLIANCE OFFICER | — |
| [STAMOLIS MARIA LISA](https://search.stillhousedata.com/person/880885) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328463/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328463/similar
- Related entities: https://search.stillhousedata.com/firm/328463/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328463

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.